KoalaSW personal page - To The Moon

KoalaSW

KoalaSW

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2023-12-15

$Apple(AAPL)$ once a friend told me AAPL can hold for longer. There it is. [Miser]

2023-11-03

Good morning and good luck in collecting points. Happy Halloween 🎃👻

2023-11-03

Join the fun

@TigerEvents:Join Tiger's Halloween Fun! Win Big!

2023-08-10

Which is potential growth stock to invest? @TigerGpt TigerGPT，your new investing superpower Click to learn more

2023-08-10

Build dividend profile while do some short term trading. A fundamental to versatile the basket of eggs.

2021-12-30

What to do if still KPLT stock? Contact the mail given ?

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2021-08-17

$Katapult Holdings, Inc.(KPLT)$there goes the bad story.. cut lose or wait? Please advise.

2021-08-13

$Palantir Technologies Inc.(PLTR)$move up please...

2021-08-04

Like and comment.

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2021-08-04

So $Sanofi(SNYNF)$can buy?

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2021-08-04

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2021-08-03

Good morning everyone. $SINGAPORE EXCHANGE LIMITED(S68.SI)$is it good to enter now? Any comments?

2021-07-29

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2 Reasons to Sell AMC Stock

2021-07-21

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Soaring Commodities Give CN a Boost as It Awaits Kansas City Takeover Ruling

2021-07-21

Thank you for sharing.Like and comment

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2021-07-20

$CAPITALAND RETAIL CHINA TRUST(AU8U.SI)$this stock is for dividend build

2021-07-16

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2021-07-13

$UNITED OVERSEAS BANK LIMITED(U11.SI)$$DBS GROUP HOLDINGS LTD(D05.SI)$Choose one and build a dividend line in profile.

2021-07-07

What do you think about$UNITED OVERSEAS BANK LIMITED(U11.SI)$?

2021-07-07

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[Miser]","images":[{"img":"https://community-static.tradeup.com/news/dad44d4afd9402a07a78ae2803df6b3b","width":"1080","height":"1876"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/252218440663280","isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":237317229834440,"gmtCreate":1698974473268,"gmtModify":1698974477388,"author":{"id":"3575545918474461","authorId":"3575545918474461","name":"KoalaSW","avatar":"https://static.tigerbbs.com/ac31d53c069ec15189e514b046b1206a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good morning and good luck in collecting points. Happy Halloween 🎃👻","listText":"Good morning and good luck in collecting points. Happy Halloween 🎃👻","text":"Good morning and good luck in collecting points. Happy Halloween 🎃👻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/237317229834440","isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":237316719050928,"gmtCreate":1698974382101,"gmtModify":1698974387049,"author":{"id":"3575545918474461","authorId":"3575545918474461","name":"KoalaSW","avatar":"https://static.tigerbbs.com/ac31d53c069ec15189e514b046b1206a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Join the fun","listText":"Join the fun","text":"Join the fun","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/237316719050928","repostId":"234641357262864","repostType":1,"repost":{"id":234641357262864,"gmtCreate":1698311576543,"gmtModify":1698655637693,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"Join Tiger's Halloween Fun! Win Big!","htmlText":"Hey there, spooky squad! 🎃Halloween is coming, and it's time for some fang-tastic fun with our new game - Trick Or Trade! Get ready for some fun, and earn points to win a USD 100 stock voucher and AAPL stock!*In this thrilling game, you'll have just 60 seconds to fend off a gang of mischievous Halloween spirits. It's your job to give them a fright and chase them away with a tap – the more, the merrier!Now, here's the twist: each ghostly friend will require different taps and will reward you with various points.Airy the Apparition - Just one tap, and poof, they vanish. Spooktacularly easy!Bubbles the Water Pixie - Disappears with zero taps - A true magic trick!Rocky the Earth Spirit - You'll need to tap twice to send it packing. He's grounded, you see.Flicker the Embergeist - Another one-ta","listText":"Hey there, spooky squad! 🎃Halloween is coming, and it's time for some fang-tastic fun with our new game - Trick Or Trade! Get ready for some fun, and earn points to win a USD 100 stock voucher and AAPL stock!*In this thrilling game, you'll have just 60 seconds to fend off a gang of mischievous Halloween spirits. It's your job to give them a fright and chase them away with a tap – the more, the merrier!Now, here's the twist: each ghostly friend will require different taps and will reward you with various points.Airy the Apparition - Just one tap, and poof, they vanish. Spooktacularly easy!Bubbles the Water Pixie - Disappears with zero taps - A true magic trick!Rocky the Earth Spirit - You'll need to tap twice to send it packing. He's grounded, you see.Flicker the Embergeist - Another one-ta","text":"Hey there, spooky squad! 🎃Halloween is coming, and it's time for some fang-tastic fun with our new game - Trick Or Trade! Get ready for some fun, and earn points to win a USD 100 stock voucher and AAPL stock!*In this thrilling game, you'll have just 60 seconds to fend off a gang of mischievous Halloween spirits. It's your job to give them a fright and chase them away with a tap – the more, the merrier!Now, here's the twist: each ghostly friend will require different taps and will reward you with various points.Airy the Apparition - Just one tap, and poof, they vanish. Spooktacularly easy!Bubbles the Water Pixie - Disappears with zero taps - A true magic trick!Rocky the Earth Spirit - You'll need to tap twice to send it packing. He's grounded, you see.Flicker the Embergeist - Another one-ta","images":[{"img":"https://community-static.tradeup.com/news/ad478b709732d53302c395a52fa1c8e1","width":"1200","height":"630"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234641357262864","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":207466573258880,"gmtCreate":1691679678349,"gmtModify":1691679683104,"author":{"id":"3575545918474461","authorId":"3575545918474461","name":"KoalaSW","avatar":"https://static.tigerbbs.com/ac31d53c069ec15189e514b046b1206a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Which is potential growth stock to invest?&nbsp; <a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","listText":"Which is potential growth stock to invest?&nbsp; <a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","text":"Which is potential growth stock to invest? @TigerGpt TigerGPT，your new investing superpower Click to learn more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/207466573258880","isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4141429963588842","authorId":"4141429963588842","name":"TigerGPT","avatar":"https://community-static.tradeup.com/news/5b82af1deb17dfa8f94b4741b9ea2738","crmLevel":1,"crmLevelSwitch":0},"content":"Based on the available information in the context, here are some potential growth stocks to consider for investment: Pfizer (PFE) NVIDIA Corp (NVDA) Microsoft (MSFT) Vertiv Holdings Co (VRT) Oshkosh (OSK) Grupo Aeroportuario Del Pacifico (PAC) Model N Inc. (MODN) NMI Holdings Inc. (NMIH) However, it's important to conduct further research on these companies and analyze their financial performance, industry trends, and market conditions before investing. Reference articles: Pfizer's Profits Plunge 77%: Is the Dividend Still Safe? No Recession Fears or Rate Cuts in 2023? Spotlight on 3 Industries for H2 2023 Best Growth Stocks to Buy for August 8th Are You a Growth Investor? This 1 Stock Could Be the Perfect Pick Are You a Growth Investor? This 1 Stock Could Be the Perfect Pick Are You a Growth Investor? This 1 Stock Could Be the Perfect Pick","text":"Based on the available information in the context, here are some potential growth stocks to consider for investment: Pfizer (PFE) NVIDIA Corp (NVDA) Microsoft (MSFT) Vertiv Holdings Co (VRT) Oshkosh (OSK) Grupo Aeroportuario Del Pacifico (PAC) Model N Inc. (MODN) NMI Holdings Inc. (NMIH) However, it's important to conduct further research on these companies and analyze their financial performance, industry trends, and market conditions before investing. Reference articles: Pfizer's Profits Plunge 77%: Is the Dividend Still Safe? No Recession Fears or Rate Cuts in 2023? Spotlight on 3 Industries for H2 2023 Best Growth Stocks to Buy for August 8th Are You a Growth Investor? This 1 Stock Could Be the Perfect Pick Are You a Growth Investor? This 1 Stock Could Be the Perfect Pick Are You a Growth Investor? This 1 Stock Could Be the Perfect Pick","html":"Based on the available information in the context, here are some potential growth stocks to consider for investment: Pfizer (PFE) NVIDIA Corp (NVDA) Microsoft (MSFT) Vertiv Holdings Co (VRT) Oshkosh (OSK) Grupo Aeroportuario Del Pacifico (PAC) Model N Inc. (MODN) NMI Holdings Inc. (NMIH) However, it's important to conduct further research on these companies and analyze their financial performance, industry trends, and market conditions before investing. Reference articles: Pfizer's Profits Plunge 77%: Is the Dividend Still Safe? No Recession Fears or Rate Cuts in 2023? Spotlight on 3 Industries for H2 2023 Best Growth Stocks to Buy for August 8th Are You a Growth Investor? This 1 Stock Could Be the Perfect Pick Are You a Growth Investor? This 1 Stock Could Be the Perfect Pick Are You a Growth Investor? This 1 Stock Could Be the Perfect Pick"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":207452594122840,"gmtCreate":1691676264209,"gmtModify":1691676268938,"author":{"id":"3575545918474461","authorId":"3575545918474461","name":"KoalaSW","avatar":"https://static.tigerbbs.com/ac31d53c069ec15189e514b046b1206a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Build dividend profile while do some short term trading. A fundamental to versatile the basket of eggs.&nbsp;","listText":"Build dividend profile while do some short term trading. A fundamental to versatile the basket of eggs.&nbsp;","text":"Build dividend profile while do some short term trading. A fundamental to versatile the basket of eggs.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/207452594122840","isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003045213,"gmtCreate":1640832345268,"gmtModify":1676533546198,"author":{"id":"3575545918474461","authorId":"3575545918474461","name":"KoalaSW","avatar":"https://static.tigerbbs.com/ac31d53c069ec15189e514b046b1206a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"What to do if still KPLT stock? Contact the mail given ?","listText":"What to do if still KPLT stock? Contact the mail given ?","text":"What to do if still KPLT stock? Contact the mail given ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003045213","repostId":"2193191344","repostType":2,"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833924121,"gmtCreate":1629199484463,"gmtModify":1676529963181,"author":{"id":"3575545918474461","authorId":"3575545918474461","name":"KoalaSW","avatar":"https://static.tigerbbs.com/ac31d53c069ec15189e514b046b1206a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/KPLT\">$Katapult Holdings, Inc.(KPLT)$</a>there goes the bad story.. cut lose or wait? Please advise.&nbsp;","listText":"<a href=\"https://laohu8.com/S/KPLT\">$Katapult Holdings, Inc.(KPLT)$</a>there goes the bad story.. cut lose or wait? Please advise.&nbsp;","text":"$Katapult Holdings, Inc.(KPLT)$there goes the bad story.. cut lose or wait? Please advise.","images":[{"img":"https://static.tigerbbs.com/7e5f13dddfaeb8df95f120d820dcc60b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/833924121","isVote":1,"tweetType":1,"viewCount":1127,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3586901207519173","authorId":"3586901207519173","name":"猫爪子","avatar":"https://static.tigerbbs.com/e55dcdefc7313502faf059d16f899057","crmLevel":1,"crmLevelSwitch":0},"content":"Lawyers have sued","text":"Lawyers have sued","html":"Lawyers have sued"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":894393736,"gmtCreate":1628792069825,"gmtModify":1676529856831,"author":{"id":"3575545918474461","authorId":"3575545918474461","name":"KoalaSW","avatar":"https://static.tigerbbs.com/ac31d53c069ec15189e514b046b1206a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>move up please...","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>move up please...","text":"$Palantir Technologies Inc.(PLTR)$move up please...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/894393736","isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807501977,"gmtCreate":1628041735099,"gmtModify":1703500092709,"author":{"id":"3575545918474461","authorId":"3575545918474461","name":"KoalaSW","avatar":"https://static.tigerbbs.com/ac31d53c069ec15189e514b046b1206a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like and comment.","listText":"Like and comment.","text":"Like and comment.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/807501977","repostId":"1140568843","repostType":4,"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807509221,"gmtCreate":1628041655163,"gmtModify":1703500090730,"author":{"id":"3575545918474461","authorId":"3575545918474461","name":"KoalaSW","avatar":"https://static.tigerbbs.com/ac31d53c069ec15189e514b046b1206a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"So&nbsp;<a href=\"https://laohu8.com/S/SNYNF\">$Sanofi(SNYNF)$</a>can buy?","listText":"So&nbsp;<a href=\"https://laohu8.com/S/SNYNF\">$Sanofi(SNYNF)$</a>can buy?","text":"So $Sanofi(SNYNF)$can buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807509221","repostId":"2156312793","repostType":4,"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807500151,"gmtCreate":1628041606273,"gmtModify":1703500089069,"author":{"id":"3575545918474461","authorId":"3575545918474461","name":"KoalaSW","avatar":"https://static.tigerbbs.com/ac31d53c069ec15189e514b046b1206a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like and comments.","listText":"Like and comments.","text":"Like and comments.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/807500151","repostId":"2156312793","repostType":4,"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804680771,"gmtCreate":1627953930593,"gmtModify":1703498451904,"author":{"id":"3575545918474461","authorId":"3575545918474461","name":"KoalaSW","avatar":"https://static.tigerbbs.com/ac31d53c069ec15189e514b046b1206a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good morning everyone.&nbsp;<a href=\"https://laohu8.com/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$</a>is it good to enter now? Any comments?","listText":"Good morning everyone.&nbsp;<a href=\"https://laohu8.com/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$</a>is it good to enter now? Any comments?","text":"Good morning everyone. $SINGAPORE EXCHANGE LIMITED(S68.SI)$is it good to enter now? Any comments?","images":[{"img":"https://static.tigerbbs.com/11b125983021bbf62bb768c0385dfc22","width":"720","height":"674"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/804680771","isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":808872196,"gmtCreate":1627571045615,"gmtModify":1703492674407,"author":{"id":"3575545918474461","authorId":"3575545918474461","name":"KoalaSW","avatar":"https://static.tigerbbs.com/ac31d53c069ec15189e514b046b1206a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like n comment","listText":"Like n comment","text":"Like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/808872196","repostId":"2155078999","repostType":4,"repost":{"id":"2155078999","pubTimestamp":1627568710,"share":"https://www.laohu8.com/m/news/2155078999?lang=&edition=full","pubTime":"2021-07-29 22:25","market":"us","language":"en","title":"2 Reasons to Sell AMC Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2155078999","media":"Motley Fool","summary":"Still bag holding AMC Entertainment? It's time to jump ship.","content":"<p>What goes up must come down -- at least when the rally comes from speculation instead of fundamentals. And while <b>AMC Entertainment</b>'s (NYSE:AMC) shares are still up by over 1,600% year to date, the movie theater operator looks poised for a massive crash because of its deteriorating balance sheet and seismic shifts in the film industry.&nbsp;</p>\n<h2>1. Streaming is the new normal</h2>\n<p>According to the <i>Wall Street Journal</i>, AMC's multi-bagger rally was driven by retail speculation and an intentional short squeeze. Fundamentals play a smaller role, but some investors may also be optimistic about the company's ability to bounce back from the coronavirus pandemic now that 56% of Americans above age 12 are vaccinated. AMC has reopened almost all its U.S. locations. </p>\n<p>But unfortunately, the new normal isn't looking so normal for AMC.&nbsp;&nbsp;</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F635219%2Fgettyimages-900038802.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<p>In July,&nbsp;<b>Disney</b> (NYSE: DIS) released <i>Black Widow</i>, the first Marvel movie to hit theaters since the pandemic. Unlike prior Marvel releases, Disney also made the film available on its streaming platform Disney+ through Premier Access, a service that allows users to rent it for a <a href=\"https://laohu8.com/S/AONE.U\">one</a>-time charge of $30 on top of the service's regular subscription fees. </p>\n<p><i>Black Widow</i> earned $78 million from domestic theaters in its opening weekend compared to at least $60 million from Premier Access.&nbsp;</p>\n<p>The film's success on Premier Access is a terrible trend for the traditional U.S. movie theater industry. Unlike theatrical releases, Disney won't have to split ticket sales with the theaters, resulting in higher profits for the House of Mouse. Online releases also boost Disney's competitive moat against streaming rivals like <b>Netflix</b> and could help drive subscriber growth.&nbsp;</p>\n<p>It is unclear how long Disney plans to continue its dual-release strategy, but if it becomes permanent (or if other studios follow suit), AMC could become an unnecessary middleman in an industry it once dominated.&nbsp;</p>\n<h2>2. Massive cash burn and a deteriorating balance sheet</h2>\n<p>With AMC's future uncertain, investors should pay attention to the company's current performance. That picture isn't pretty. First-quarter revenue tanked 84% to $148 million -- a slight improvement from the fourth quarter (when sales were down 89% against the prior year), but not much evidence of a strong recovery. The company is also burning through cash, reporting negative operating cash flows of $313 million in the period.&nbsp;</p>\n<p>With just $813 million in cash and equivalents on its balance sheet, AMC will probably need to tap the debt and equity markets to sustain operations. And with $5.4 billion in corporate borrowings and $4.9 billion in operating lease liabilities (deferred rent for some of its properties), its balance sheet is already in bad shape.&nbsp;</p>\n<p>Considering these challenges, AMC has no business trading for a market cap of $19.5 billion, which represents a jaw-dropping 43 times its 12-month revenue. Even if the company recovered to its pre-pandemic sales figure of $5.5 billion (which looks unlikely), that would give the stock a price-to-sales (P/S) multiple of 3.5, which is quite a premium for a company with a busted balance sheet that struggled to earn consistent profits even before the pandemic. (AMC reported a net loss of $149 million in 2019.)</p>\n<h2>An obsolete company?</h2>\n<p>The symbiotic relationship between film studios and movie theaters is breaking down. And this could turn AMC Entertainment into an unnecessary intermediary in film distribution. The company's financials are also in shambles, which could mean more debt and equity dilution in the future. AMC's stock shouldn't be trading for such a high valuation in light of these challenges.&nbsp;</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Reasons to Sell AMC Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Reasons to Sell AMC Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 22:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/29/2-reasons-to-sell-amc-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What goes up must come down -- at least when the rally comes from speculation instead of fundamentals. And while AMC Entertainment's (NYSE:AMC) shares are still up by over 1,600% year to date, the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/29/2-reasons-to-sell-amc-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2021/07/29/2-reasons-to-sell-amc-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155078999","content_text":"What goes up must come down -- at least when the rally comes from speculation instead of fundamentals. And while AMC Entertainment's (NYSE:AMC) shares are still up by over 1,600% year to date, the movie theater operator looks poised for a massive crash because of its deteriorating balance sheet and seismic shifts in the film industry. \n1. Streaming is the new normal\nAccording to the Wall Street Journal, AMC's multi-bagger rally was driven by retail speculation and an intentional short squeeze. Fundamentals play a smaller role, but some investors may also be optimistic about the company's ability to bounce back from the coronavirus pandemic now that 56% of Americans above age 12 are vaccinated. AMC has reopened almost all its U.S. locations. \nBut unfortunately, the new normal isn't looking so normal for AMC.  \nImage source: Getty Images.\nIn July, Disney (NYSE: DIS) released Black Widow, the first Marvel movie to hit theaters since the pandemic. Unlike prior Marvel releases, Disney also made the film available on its streaming platform Disney+ through Premier Access, a service that allows users to rent it for a one-time charge of $30 on top of the service's regular subscription fees. \nBlack Widow earned $78 million from domestic theaters in its opening weekend compared to at least $60 million from Premier Access. \nThe film's success on Premier Access is a terrible trend for the traditional U.S. movie theater industry. Unlike theatrical releases, Disney won't have to split ticket sales with the theaters, resulting in higher profits for the House of Mouse. Online releases also boost Disney's competitive moat against streaming rivals like Netflix and could help drive subscriber growth. \nIt is unclear how long Disney plans to continue its dual-release strategy, but if it becomes permanent (or if other studios follow suit), AMC could become an unnecessary middleman in an industry it once dominated. \n2. Massive cash burn and a deteriorating balance sheet\nWith AMC's future uncertain, investors should pay attention to the company's current performance. That picture isn't pretty. First-quarter revenue tanked 84% to $148 million -- a slight improvement from the fourth quarter (when sales were down 89% against the prior year), but not much evidence of a strong recovery. The company is also burning through cash, reporting negative operating cash flows of $313 million in the period. \nWith just $813 million in cash and equivalents on its balance sheet, AMC will probably need to tap the debt and equity markets to sustain operations. And with $5.4 billion in corporate borrowings and $4.9 billion in operating lease liabilities (deferred rent for some of its properties), its balance sheet is already in bad shape. \nConsidering these challenges, AMC has no business trading for a market cap of $19.5 billion, which represents a jaw-dropping 43 times its 12-month revenue. Even if the company recovered to its pre-pandemic sales figure of $5.5 billion (which looks unlikely), that would give the stock a price-to-sales (P/S) multiple of 3.5, which is quite a premium for a company with a busted balance sheet that struggled to earn consistent profits even before the pandemic. (AMC reported a net loss of $149 million in 2019.)\nAn obsolete company?\nThe symbiotic relationship between film studios and movie theaters is breaking down. And this could turn AMC Entertainment into an unnecessary intermediary in film distribution. The company's financials are also in shambles, which could mean more debt and equity dilution in the future. AMC's stock shouldn't be trading for such a high valuation in light of these challenges.","news_type":1},"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178705605,"gmtCreate":1626835293807,"gmtModify":1703766112328,"author":{"id":"3575545918474461","authorId":"3575545918474461","name":"KoalaSW","avatar":"https://static.tigerbbs.com/ac31d53c069ec15189e514b046b1206a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/178705605","repostId":"1100909364","repostType":4,"repost":{"id":"1100909364","pubTimestamp":1626834914,"share":"https://www.laohu8.com/m/news/1100909364?lang=&edition=full","pubTime":"2021-07-21 10:35","market":"us","language":"en","title":"Soaring Commodities Give CN a Boost as It Awaits Kansas City Takeover Ruling","url":"https://stock-news.laohu8.com/highlight/detail?id=1100909364","media":"Bloomberg","summary":"(Bloomberg) -- Canadian National Railway Co. is cashing in on a commodities boom that’s fueling dema","content":"<p>(Bloomberg) -- Canadian National Railway Co. is cashing in on a commodities boom that’s fueling demand for exports from Canada.</p>\n<p>Strong orders for goods such as metals, lumber and oil gave Canada’s largest railway a boost in the second quarter, with total freight revenue jumping 14% from a year earlier. That helped the Montreal-based company post profit that was almost double that of a year ago, when the Covid-19 pandemic took hold.</p>\n<p>The positive earnings report came as the company pursues a takeover of Kansas City Southern. It’s awaiting a decision by the Surface Transportation Board that will determine whether it can proceed with a deal.</p>\n<p>“We should know in a couple of weeks, sometime in late July or early August, when the STB has had the time to reflect on all the things that we have filed,” Jean-Jacques Ruest, Canadian National’s chief executive officer, told analysts on a conference call Tuesday.</p>\n<p>“We’re very confident that we have a very solid case. We are meeting the test of the voting trust and we are creating, definitely, a new competition, a new public benefit.”</p>\n<p>Key Takeaways</p>\n<p>Canadian National saw its biggest jump in freight revenue from automotive, which almost doubled, followed by intermodal, metals and minerals, petroleum and chemicals, and coal in the quarter. Revenue from transporting grains and fertilizers was the only business to see freight revenue fall, slipping 6% from a year earlier.The company plans to buy Kansas City Southern for about $30 billion after outbidding Canadian Pacific Railway Ltd. and is waiting for regulators to approve a voting trust that’s key for the deal to proceed. Ruest said he’s “confident in our ability to obtain the necessary approvals and successfully close this pro-competitive combination” in Tuesday’s statement.The company expects to work through its bottleneck of rail cars in British Columbia within the next two to three weeks after wildfires in the western Canadian province damaged a bridge, which has since been repaired. Ongoing fires are causing movement to be slower than usual.Canadian National had raised its guidance in April to target double-digit growth in adjusted diluted earnings per share in 2021. The company reiterated that guidance in its latest quarterly statement.</p>\n<p>Market Reaction</p>\n<p>Canadian National shares have fallen 7.3% this year in Toronto trading, underperforming the 14.4% gain of Canada’s benchmark S&amp;P/TSX Composite Index.</p>\n<p>Get More</p>\n<p>Net income rose 89% to C$1.03 billion ($810 million) in the second quarter, with adjusted per-share earnings of C$1.49 matching the average analyst estimate in a Bloomberg survey.Read more about CN Rail’s results here.</p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Soaring Commodities Give CN a Boost as It Awaits Kansas City Takeover Ruling</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSoaring Commodities Give CN a Boost as It Awaits Kansas City Takeover Ruling\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-21 10:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/soaring-commodities-cn-boost-awaits-223416070.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Canadian National Railway Co. is cashing in on a commodities boom that’s fueling demand for exports from Canada.\nStrong orders for goods such as metals, lumber and oil gave Canada’s ...</p>\n\n<a href=\"https://finance.yahoo.com/news/soaring-commodities-cn-boost-awaits-223416070.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KSU":"堪萨斯南方铁路"},"source_url":"https://finance.yahoo.com/news/soaring-commodities-cn-boost-awaits-223416070.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100909364","content_text":"(Bloomberg) -- Canadian National Railway Co. is cashing in on a commodities boom that’s fueling demand for exports from Canada.\nStrong orders for goods such as metals, lumber and oil gave Canada’s largest railway a boost in the second quarter, with total freight revenue jumping 14% from a year earlier. That helped the Montreal-based company post profit that was almost double that of a year ago, when the Covid-19 pandemic took hold.\nThe positive earnings report came as the company pursues a takeover of Kansas City Southern. It’s awaiting a decision by the Surface Transportation Board that will determine whether it can proceed with a deal.\n“We should know in a couple of weeks, sometime in late July or early August, when the STB has had the time to reflect on all the things that we have filed,” Jean-Jacques Ruest, Canadian National’s chief executive officer, told analysts on a conference call Tuesday.\n“We’re very confident that we have a very solid case. We are meeting the test of the voting trust and we are creating, definitely, a new competition, a new public benefit.”\nKey Takeaways\nCanadian National saw its biggest jump in freight revenue from automotive, which almost doubled, followed by intermodal, metals and minerals, petroleum and chemicals, and coal in the quarter. Revenue from transporting grains and fertilizers was the only business to see freight revenue fall, slipping 6% from a year earlier.The company plans to buy Kansas City Southern for about $30 billion after outbidding Canadian Pacific Railway Ltd. and is waiting for regulators to approve a voting trust that’s key for the deal to proceed. Ruest said he’s “confident in our ability to obtain the necessary approvals and successfully close this pro-competitive combination” in Tuesday’s statement.The company expects to work through its bottleneck of rail cars in British Columbia within the next two to three weeks after wildfires in the western Canadian province damaged a bridge, which has since been repaired. Ongoing fires are causing movement to be slower than usual.Canadian National had raised its guidance in April to target double-digit growth in adjusted diluted earnings per share in 2021. The company reiterated that guidance in its latest quarterly statement.\nMarket Reaction\nCanadian National shares have fallen 7.3% this year in Toronto trading, underperforming the 14.4% gain of Canada’s benchmark S&P/TSX Composite Index.\nGet More\nNet income rose 89% to C$1.03 billion ($810 million) in the second quarter, with adjusted per-share earnings of C$1.49 matching the average analyst estimate in a Bloomberg survey.Read more about CN Rail’s results here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178476702,"gmtCreate":1626834642506,"gmtModify":1703766097360,"author":{"id":"3575545918474461","authorId":"3575545918474461","name":"KoalaSW","avatar":"https://static.tigerbbs.com/ac31d53c069ec15189e514b046b1206a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Thank you for sharing.Like and comment","listText":"Thank you for 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comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/170214118","repostId":"2151509763","repostType":4,"isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142512969,"gmtCreate":1626160920851,"gmtModify":1703754545648,"author":{"id":"3575545918474461","authorId":"3575545918474461","name":"KoalaSW","avatar":"https://static.tigerbbs.com/ac31d53c069ec15189e514b046b1206a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$</a><a href=\"https://laohu8.com/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a>Choose one and build a dividend line in profile.&nbsp;","listText":"<a href=\"https://laohu8.com/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$</a><a href=\"https://laohu8.com/S/D05.SI\">$DBS GROUP 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comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/140300862","repostId":"1171645479","repostType":4,"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":833924121,"gmtCreate":1629199484463,"gmtModify":1676529963181,"author":{"id":"3575545918474461","authorId":"3575545918474461","name":"KoalaSW","avatar":"https://static.tigerbbs.com/ac31d53c069ec15189e514b046b1206a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/KPLT\">$Katapult Holdings, Inc.(KPLT)$</a>there goes the bad story.. cut lose or wait? 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picture"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":807509221,"gmtCreate":1628041655163,"gmtModify":1703500090730,"author":{"id":"3575545918474461","authorId":"3575545918474461","name":"KoalaSW","avatar":"https://static.tigerbbs.com/ac31d53c069ec15189e514b046b1206a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"So&nbsp;<a href=\"https://laohu8.com/S/SNYNF\">$Sanofi(SNYNF)$</a>can buy?","listText":"So&nbsp;<a href=\"https://laohu8.com/S/SNYNF\">$Sanofi(SNYNF)$</a>can buy?","text":"So $Sanofi(SNYNF)$can 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LIMITED(U11.SI)$?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/140317356","isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155104281,"gmtCreate":1625383301843,"gmtModify":1703741114768,"author":{"id":"3575545918474461","authorId":"3575545918474461","name":"KoalaSW","avatar":"https://static.tigerbbs.com/ac31d53c069ec15189e514b046b1206a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/155104281","repostId":"1189605893","repostType":4,"repost":{"id":"1189605893","pubTimestamp":1625363433,"share":"https://www.laohu8.com/m/news/1189605893?lang=&edition=full","pubTime":"2021-07-04 09:50","market":"us","language":"en","title":"When Big Tech Stumbles, the Market Can Fall Hard. These 5 Funds Can Help.","url":"https://stock-news.laohu8.com/highlight/detail?id=1189605893","media":"Barron's","summary":"It is possible to have too much of a good thing. After riding five megacap technology stocks to new highs after new highs, investors’ portfolios may be uncomfortably concentrated in these winners at a time that some strategists see a potential turn ahead in the markets.Investors’ portfolios are chock-full of these stocks, leaving them less diversified for a possible turn in the market. These companies are already beginning to slow down. Take Amazon, which accounts for roughly 4% of the S&P 500—m","content":"<p>It is possible to have too much of a good thing. After riding five megacap technology stocks to new highs after new highs, investors’ portfolios may be uncomfortably concentrated in these winners at a time that some strategists see a potential turn ahead in the markets.</p>\n<p>Owning the Big Five—Apple(ticker: AAPL),Microsoft(MSFT),Amazon.com(AMZN),Facebook(FB), andAlphabet’sGoogle (GOOGL)—has been lucrative: These companies have logged gains of 125% to 245% since the beginning of 2019. These stocks are widely held, not just by index investors, but also among all kinds of active fund managers—including those who don’t typically own growth companies.</p>\n<p>Together, the five companies account for almost 22% of theS&amp;P 500index. Of course, the Nifty Fifty stocks dominated the 1970s, and blue-chip stalwarts such asIBM(IBM) andAT&amp;T(T) ruled the 1980s. Those companies may have wielded even more influence over the broad economy than today’s biggest companies do, but the level of market concentration is higher now, and the Big Five’s impact on the broad market is much greater because of their size, according to Howard Silverblatt, senior index analyst at S&amp;P Dow Jones Indices. Apple and Microsoft are the first U.S. stocks whose market values have soared past $2 trillion. Though it has slipped a bit this year, Apple hit peak concentration for a single stock in the S&amp;P 500 last year at about 7%, higher than IBM’s in its heyday.</p>\n<p>There are signs that investor appetite for risk is waning, which could hurt the prospects for the growth of Big Tech. There has beena selloff in speculative cornersof the market, such as cryptocurrencies and special purpose acquisition companies, better known as SPACs. And, of course, there is therising consternationabout both inflation andinterest ratesmoving higher. If the Big Fiveslow downor tumble, the entire market—including all index investors—will feel it. If these stocks decline by 10%, for instance, in order for the S&amp;P 500 to keep trading flat, the bottom 100 stocks in the index would have to rise by a collective 75%, according toGoldman Sachs.This dynamic explains why narrow market breadth has often preceded big losses.</p>\n<p><b>When Less May Be More</b></p>\n<p>These funds are more diversified than the S&amp;P 500, and could be more resilient if the tech megacaps stumble.</p>\n<p><img src=\"https://static.tigerbbs.com/d308adf067ef3205da5f7c1bddb75e77\" tg-width=\"697\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p>\n<p>Investors’ portfolios are chock-full of these stocks, leaving them less diversified for a possible turn in the market. These companies are already beginning to slow down. Take Amazon, which accounts for roughly 4% of the S&amp;P 500—more than the energy, real estate, materials, or utilities sectors. Amazon hasn’t hit an all-time high this year, and has underperformed the S&amp;P 500 by 25 percentage points since September 2020 amid questions about the company’s e-commerce growth. Add in regulatory pressure, which could make the path ahead for these companies rockier, such as a House panel’s approval of sweeping legislation last month that could curb the dominance of companies like Google and Facebook.</p>\n<p>A global recovery could also make the Big Five stocks less special. “The story line with megacap tech stocks has been that economic growth has been hard to find and rates so low that you wanted to own powerful growth stocks,” says Scott Opsal, director of research at Leuthold Group. “But for those who think the economy has room to run, you don’t have to pay up for the growth that investors were willing to pay for in 2018 or 2019.” For Opsal, the changing backdrop is reason for a barbell approach, owning some of the technology winners but also diversifying into a wider array of more value-oriented and smaller stocks.</p>\n<p>With the market so concentrated in a handful of megacap tech stocks, Opsal says that investors may want the type of funds that do what the fund consultants advise against: be willing to drift out of their lane, and be willing to not fit neatly into a growth or value category.</p>\n<p>It isn’t easy finding good fund managers with the acumen to pick the right stocks beyond the other 495, the grit to avoid the crowd, and the track record that demonstrates to investors that they can be different and correct. Performance doesn’t look all that great for managers whose wariness led them to own less of the technology darlings that drove the market to highs over the past several years. And the decision to not own any—or even just less—of these companies sometimes pushed managers out of theirMorningstarcategory into areas like large-cap blend.</p>\n<p>High active share has often been a go-to gauge for finding fund managers who look different than their benchmarks. That’s a good place to start, but different doesn’t always lead to outperformance, so Morningstar strategist Alec Lucas recommends understanding what is in the managers’ portfolios and the thinking behind the picks—as well as when they buy or sell the stocks.</p>\n<p><i>Barron’s</i>looked for large-cap growth-oriented managers that don’t usually stick too close to an index and have long, and strong, track records. We turned up both diversified and concentrated funds; some didn’t own any of the Big Five, while some owned a bit, albeit less than their peers. All may offer investors a way to tweak rather than overhaul their portfolios, giving them some more diversification while still tapping into large, growing companies.</p>\n<p><b>A Concentrated Approach</b></p>\n<p>The Akre Focus fund (AKREX) falls into the concentrated bucket. It owns about 20 well-managed companies that the managers, John Neff and Chris Cerrone, think are superior businesses and adept at reinvesting in the companies. The fund has just a 4% turnover, so it holds on to its investments for years. That has been a winning long-term strategy: Akre Focus has an 18% average annual return over the past decade, beating 84% of its peers.</p>\n<p>The past few years have been tough, though: The fund hasn’t owned the Big Five, and has just 13% of its assets in any kind of technology company, whereas most of its peers have close to a third in tech. It has averaged 22% annually over the past three years; not too shabby on an absolute basis, but landing it midpack among competitors. The managers are resolute in finding growth elsewhere. “They are tremendous businesses, but how many more times can they double in value, given their current size? Maybe many times, but it’s an important question,” says Neff. “We’ve generally focused on smaller businesses with ostensibly longer runways with which to compound.”</p>\n<p>The tech investments that the managers have made are largely in software companies like Constellation Software (CSU.Canada),Adobe(ADBE), andCoStar Group(CSGP) that have long paths to growth ahead of them as more companies rely on their products. The fund also looks for companies with the type of “network effect” that makes Google and Amazon attractive—the business model gets stronger as more people use it, and makes the company that much harder to replace. Top holdings like Mastercard (MA) andVisa(V) fit that description.</p>\n<p>Many of the companies the duo favors are positioned to hold up, stand out, or even benefit from difficult times, like auto-parts retailerO’Reilly Automotive(ORLY), which recently reported its best comparable same-store sales in 25 years. Given the market backdrop, co-manager Cerrone says they aren’t finding that many bargains today—and they are willing to hold cash if that continues. Today, cash sits at just 2%. “We frankly wish we had more cash than we do today,” Cerrone says. “We’re not bearish, but we think we will be presented with better opportunities.”</p>\n<p><b>Underappreciated Growth</b></p>\n<p>The $10.1 billionPrimecap Odyssey Growthfund (POGRX) hunts for companies with above-average earnings growth, but not one of the Big Five tech stocks can be spotted in their top 10 holdings.</p>\n<p>That underweight has been painful; the fund’s 19.6% annual average return over the past five years puts it in the bottom third of large growth funds. But the managers’ willingness to stick with companies with above-average growth for the long haul, often adding to their shares in downturns, wins them fans.</p>\n<p>The fund’s managers are investing in some of the broad trends driving the Big Five—like e-commerce and cloud computing—but doing it differently, says Morningstar’s Lucas. For example, the fund owns Alibaba Group Holding (BABA) instead of Amazon, opting for China’s version of an e-commerce and cloud-computing giant that also trades at a meaningful discount to the U.S. company, Lucas says. Primecap declined to comment.</p>\n<p>About 18% of the fund is invested outside the U.S. and its average price/earnings ratio is 20, cheaper than the 29 for the large growth category, according to Morningstar. Though the fund isn’t concentrated in the Big Five tech stocks, it has double the stake in healthcare, almost 30% of assets, than other large growth funds. Its top 10 positions includeEli Lilly(LLY),Biogen(BIIB),Abiomed(ABMD), andAmgen(AMGN).</p>\n<p><b>Lean Profit Machines</b></p>\n<p>The $10.3 billionJensen Quality Growth(JENSX) focuses on companies that generate 15% return on equity for 10 consecutive years—a metric that co-manager Eric Schoenstein sees as a gauge forfoundational excellenceand fortress-like competitive advantages. Amazon and Facebook don’t make the cut. Alphabet, Microsoft, and Apple rank among the top holdings, but Schoenstein holds roughly a third less than in the Russell 1000 Growth index. Schoenstein says he is trying to be conscious of the risk of concentration if the momentum trade reverts or regulation puts a target on these companies’ backs.</p>\n<p>Schoenstein’s caution and a focus on quality companies have pushed the fund toward the bottom decile of the large blend Morningstar category year to date, with a return of 11.6%. But the fund’s 17.3% average return over the past five years puts it in the top 35% of large-blend funds tracked by Morningstar. Plus, the fund’s risk-adjusted, long-term performance stands out, losing about 77% as much as the S&amp;P 500 and Russell 1000 Growth indexes when stocks have fallen since Schoenstein began co-managing the fund in 2004, according to Morningstar.</p>\n<p>Lately, Schoenstein has been adding to quality stocks that may not be growing as fast but are more attractively priced as investors have left them behind, such asStarbucks(SBUX)—a stock that had been too pricey until the pandemic hit. “What better business is there to be in than branded addiction?” Schoenstein asks.</p>\n<p>While offices in New York City may not get to 100% occupancy, Schoenstein sees hybrid work situations continuing to drive business to Starbucks, potentially with fewer customers but higher sales, as one person buys for multiple people. The company is also closing stores to become more efficient and moving more toward quick-serve and grab-and-go in some locations rather than an all-day café experience.</p>\n<p><img src=\"https://static.tigerbbs.com/81aeb359e30f7394a363f00feb8ce0cf\" tg-width=\"707\" tg-height=\"477\" referrerpolicy=\"no-referrer\"></p>\n<p>Insurance is another area that Schoenstein has been adding to, with companies like Marsh &amp; McLennan (MMC), which is dominant in multiple businesses—insurance brokerage, health benefits, and retirement asset management with Mercer. Switching costs are high in the world of insurance, and the company benefits from new trends in cybersecurity and data privacy, as well.</p>\n<p>Another recent purchase: Data-analytics providerVerisk Analytics(VRSK), which serves property and casualty insurers and gets about 80% of its revenue from subscriptions and long-term agreements. The company helps take raw data and analyze it to help insurers, for example, underwrite policies. Says Schoenstein: “Some recovery is still needed because business has struggled over the past year, with business failures and companies putting [projects] on hold. So, it’s a small position, but I think about companies that are super-entrenched with their customers.”</p>\n<p><b>Multiple Managers</b></p>\n<p>Unlike the Jensen and Akre funds, which typically own 20 to 30 stocks, the $87 billionAmerican Funds Amcapfund (AMCPX) is well diversified, with more than 200 holdings, as managers hunt for the best ideas regardless of size.Abbott Laboratories(ABT),Broadcom(AVGO),EOG Resources(EOG), and Mastercard are top holdings along with four of the megacap tech quintuplets.</p>\n<p>But the fund is valuation-sensitive, and its allocation to the Big Five is lower than other growth managers, hurting its performance over the past five years; its average annual return of 17.3% puts it in the bottom decile of performance. For investors looking for diversification, the fund is a relatively cheap option—charging an expense ratio of 0.68%—that isn’t beholden to a benchmark and is run by multiple managers who can hunt for their highest-conviction ideas.</p>\n<p>Managers favor companies with strong competitive positioning, which can allow companies to boost prices and better weather near-term inflationary periods. While that includes a healthy helping of healthcare and technology stocks, managers have also gravitated toward cyclical growth companies, including semiconductor firms, travel-related companies, auto suppliers, retailers, and financials benefiting from secular growth as well as getting an additional boost from the Covid recovery.</p>\n<p>“It’s very consistent, and a good core fund with a lot of good stockpickers behind it,” says Russel Kinnel, Morningstar’s director of manager research. “You want a fund to have some good technology exposure because it’s a dynamic sector.”</p>\n<p><b>Growth on the Cheap</b></p>\n<p>The $357 million Cambiar Opportunity fund (CAMOX) is a concentrated fund that owns roughly 40 stocks. The fund looks for relative values among industry winners that boast strong long-term demand prospects and pricing power that differentiate it from some of its peers. The fund’s 16% average annual return over the past five years helped it beat 94% of its large-value peers.</p>\n<p>The fund holds Amazon, which it bought for the first time in early 2020 when the market wasn’t giving the e-commerce behemoth much value for its cloud business. It has been harder to own other megacap technology stocks, says Ania Aldrich, an investment principal at Cambiar. That’s in part because of their high valuations, but especially as exchange-traded funds continue to receive record-high inflows—$400 billion in the first half of 2021, versus $507 billion for all of last year, according to ETF.com—which contributes to the market concentration.</p>\n<p>Instead, the fund has focused on areas such as financials, including JPMorgan Chase (JPM) and Charles Schwab (SCHW), that can grow in this economic environment. Both would benefit from higher interest rates, but Aldrich says that wasn’t the reason to buy the stocks. Schwab, for example, is taking market share in wealth management, and its recent acquisition of Ameritrade gives it more heft and the ability to be more cost-efficient.</p>\n<p>Also attractive are companies that haven’t yet seen a full reopening of their businesses, like casino operatorPenn National Gaming(PENN), which Aldrich says is well positioned as states look for more revenue andallow online gambling, and food distributorSysco(SYY), which has yet to benefit from colleges and conferences getting back into full swing. While Sysco’s shares are up 43% in the past year, Aldrich sees more room for gains, noting that the company is a market leader and can take market share as smaller firms consolidate. Plus, it has pricing power to pass on higher commodity costs since it is a distributor.</p>\n<p>Another recent addition:Uber Technologies(UBER), which Aldrich says isn’t just a reopening beneficiary but also has increased the reach of its platform by moving into food delivery and opening the door to other services. “In the past, it was hard to outperform when you weren’t involved in the [concentrated stocks], but we see these trends as transitory. As growth normalizes, the value of other stocks should be recognized.”</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>When Big Tech Stumbles, the Market Can Fall Hard. These 5 Funds Can Help.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhen Big Tech Stumbles, the Market Can Fall Hard. These 5 Funds Can Help.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-04 09:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/big-tech-stocks-risk-funds-51625257865?mod=hp_LEAD_1><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It is possible to have too much of a good thing. After riding five megacap technology stocks to new highs after new highs, investors’ portfolios may be uncomfortably concentrated in these winners at a...</p>\n\n<a href=\"https://www.barrons.com/articles/big-tech-stocks-risk-funds-51625257865?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.barrons.com/articles/big-tech-stocks-risk-funds-51625257865?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189605893","content_text":"It is possible to have too much of a good thing. After riding five megacap technology stocks to new highs after new highs, investors’ portfolios may be uncomfortably concentrated in these winners at a time that some strategists see a potential turn ahead in the markets.\nOwning the Big Five—Apple(ticker: AAPL),Microsoft(MSFT),Amazon.com(AMZN),Facebook(FB), andAlphabet’sGoogle (GOOGL)—has been lucrative: These companies have logged gains of 125% to 245% since the beginning of 2019. These stocks are widely held, not just by index investors, but also among all kinds of active fund managers—including those who don’t typically own growth companies.\nTogether, the five companies account for almost 22% of theS&P 500index. Of course, the Nifty Fifty stocks dominated the 1970s, and blue-chip stalwarts such asIBM(IBM) andAT&T(T) ruled the 1980s. Those companies may have wielded even more influence over the broad economy than today’s biggest companies do, but the level of market concentration is higher now, and the Big Five’s impact on the broad market is much greater because of their size, according to Howard Silverblatt, senior index analyst at S&P Dow Jones Indices. Apple and Microsoft are the first U.S. stocks whose market values have soared past $2 trillion. Though it has slipped a bit this year, Apple hit peak concentration for a single stock in the S&P 500 last year at about 7%, higher than IBM’s in its heyday.\nThere are signs that investor appetite for risk is waning, which could hurt the prospects for the growth of Big Tech. There has beena selloff in speculative cornersof the market, such as cryptocurrencies and special purpose acquisition companies, better known as SPACs. And, of course, there is therising consternationabout both inflation andinterest ratesmoving higher. If the Big Fiveslow downor tumble, the entire market—including all index investors—will feel it. If these stocks decline by 10%, for instance, in order for the S&P 500 to keep trading flat, the bottom 100 stocks in the index would have to rise by a collective 75%, according toGoldman Sachs.This dynamic explains why narrow market breadth has often preceded big losses.\nWhen Less May Be More\nThese funds are more diversified than the S&P 500, and could be more resilient if the tech megacaps stumble.\n\nInvestors’ portfolios are chock-full of these stocks, leaving them less diversified for a possible turn in the market. These companies are already beginning to slow down. Take Amazon, which accounts for roughly 4% of the S&P 500—more than the energy, real estate, materials, or utilities sectors. Amazon hasn’t hit an all-time high this year, and has underperformed the S&P 500 by 25 percentage points since September 2020 amid questions about the company’s e-commerce growth. Add in regulatory pressure, which could make the path ahead for these companies rockier, such as a House panel’s approval of sweeping legislation last month that could curb the dominance of companies like Google and Facebook.\nA global recovery could also make the Big Five stocks less special. “The story line with megacap tech stocks has been that economic growth has been hard to find and rates so low that you wanted to own powerful growth stocks,” says Scott Opsal, director of research at Leuthold Group. “But for those who think the economy has room to run, you don’t have to pay up for the growth that investors were willing to pay for in 2018 or 2019.” For Opsal, the changing backdrop is reason for a barbell approach, owning some of the technology winners but also diversifying into a wider array of more value-oriented and smaller stocks.\nWith the market so concentrated in a handful of megacap tech stocks, Opsal says that investors may want the type of funds that do what the fund consultants advise against: be willing to drift out of their lane, and be willing to not fit neatly into a growth or value category.\nIt isn’t easy finding good fund managers with the acumen to pick the right stocks beyond the other 495, the grit to avoid the crowd, and the track record that demonstrates to investors that they can be different and correct. Performance doesn’t look all that great for managers whose wariness led them to own less of the technology darlings that drove the market to highs over the past several years. And the decision to not own any—or even just less—of these companies sometimes pushed managers out of theirMorningstarcategory into areas like large-cap blend.\nHigh active share has often been a go-to gauge for finding fund managers who look different than their benchmarks. That’s a good place to start, but different doesn’t always lead to outperformance, so Morningstar strategist Alec Lucas recommends understanding what is in the managers’ portfolios and the thinking behind the picks—as well as when they buy or sell the stocks.\nBarron’slooked for large-cap growth-oriented managers that don’t usually stick too close to an index and have long, and strong, track records. We turned up both diversified and concentrated funds; some didn’t own any of the Big Five, while some owned a bit, albeit less than their peers. All may offer investors a way to tweak rather than overhaul their portfolios, giving them some more diversification while still tapping into large, growing companies.\nA Concentrated Approach\nThe Akre Focus fund (AKREX) falls into the concentrated bucket. It owns about 20 well-managed companies that the managers, John Neff and Chris Cerrone, think are superior businesses and adept at reinvesting in the companies. The fund has just a 4% turnover, so it holds on to its investments for years. That has been a winning long-term strategy: Akre Focus has an 18% average annual return over the past decade, beating 84% of its peers.\nThe past few years have been tough, though: The fund hasn’t owned the Big Five, and has just 13% of its assets in any kind of technology company, whereas most of its peers have close to a third in tech. It has averaged 22% annually over the past three years; not too shabby on an absolute basis, but landing it midpack among competitors. The managers are resolute in finding growth elsewhere. “They are tremendous businesses, but how many more times can they double in value, given their current size? Maybe many times, but it’s an important question,” says Neff. “We’ve generally focused on smaller businesses with ostensibly longer runways with which to compound.”\nThe tech investments that the managers have made are largely in software companies like Constellation Software (CSU.Canada),Adobe(ADBE), andCoStar Group(CSGP) that have long paths to growth ahead of them as more companies rely on their products. The fund also looks for companies with the type of “network effect” that makes Google and Amazon attractive—the business model gets stronger as more people use it, and makes the company that much harder to replace. Top holdings like Mastercard (MA) andVisa(V) fit that description.\nMany of the companies the duo favors are positioned to hold up, stand out, or even benefit from difficult times, like auto-parts retailerO’Reilly Automotive(ORLY), which recently reported its best comparable same-store sales in 25 years. Given the market backdrop, co-manager Cerrone says they aren’t finding that many bargains today—and they are willing to hold cash if that continues. Today, cash sits at just 2%. “We frankly wish we had more cash than we do today,” Cerrone says. “We’re not bearish, but we think we will be presented with better opportunities.”\nUnderappreciated Growth\nThe $10.1 billionPrimecap Odyssey Growthfund (POGRX) hunts for companies with above-average earnings growth, but not one of the Big Five tech stocks can be spotted in their top 10 holdings.\nThat underweight has been painful; the fund’s 19.6% annual average return over the past five years puts it in the bottom third of large growth funds. But the managers’ willingness to stick with companies with above-average growth for the long haul, often adding to their shares in downturns, wins them fans.\nThe fund’s managers are investing in some of the broad trends driving the Big Five—like e-commerce and cloud computing—but doing it differently, says Morningstar’s Lucas. For example, the fund owns Alibaba Group Holding (BABA) instead of Amazon, opting for China’s version of an e-commerce and cloud-computing giant that also trades at a meaningful discount to the U.S. company, Lucas says. Primecap declined to comment.\nAbout 18% of the fund is invested outside the U.S. and its average price/earnings ratio is 20, cheaper than the 29 for the large growth category, according to Morningstar. Though the fund isn’t concentrated in the Big Five tech stocks, it has double the stake in healthcare, almost 30% of assets, than other large growth funds. Its top 10 positions includeEli Lilly(LLY),Biogen(BIIB),Abiomed(ABMD), andAmgen(AMGN).\nLean Profit Machines\nThe $10.3 billionJensen Quality Growth(JENSX) focuses on companies that generate 15% return on equity for 10 consecutive years—a metric that co-manager Eric Schoenstein sees as a gauge forfoundational excellenceand fortress-like competitive advantages. Amazon and Facebook don’t make the cut. Alphabet, Microsoft, and Apple rank among the top holdings, but Schoenstein holds roughly a third less than in the Russell 1000 Growth index. Schoenstein says he is trying to be conscious of the risk of concentration if the momentum trade reverts or regulation puts a target on these companies’ backs.\nSchoenstein’s caution and a focus on quality companies have pushed the fund toward the bottom decile of the large blend Morningstar category year to date, with a return of 11.6%. But the fund’s 17.3% average return over the past five years puts it in the top 35% of large-blend funds tracked by Morningstar. Plus, the fund’s risk-adjusted, long-term performance stands out, losing about 77% as much as the S&P 500 and Russell 1000 Growth indexes when stocks have fallen since Schoenstein began co-managing the fund in 2004, according to Morningstar.\nLately, Schoenstein has been adding to quality stocks that may not be growing as fast but are more attractively priced as investors have left them behind, such asStarbucks(SBUX)—a stock that had been too pricey until the pandemic hit. “What better business is there to be in than branded addiction?” Schoenstein asks.\nWhile offices in New York City may not get to 100% occupancy, Schoenstein sees hybrid work situations continuing to drive business to Starbucks, potentially with fewer customers but higher sales, as one person buys for multiple people. The company is also closing stores to become more efficient and moving more toward quick-serve and grab-and-go in some locations rather than an all-day café experience.\n\nInsurance is another area that Schoenstein has been adding to, with companies like Marsh & McLennan (MMC), which is dominant in multiple businesses—insurance brokerage, health benefits, and retirement asset management with Mercer. Switching costs are high in the world of insurance, and the company benefits from new trends in cybersecurity and data privacy, as well.\nAnother recent purchase: Data-analytics providerVerisk Analytics(VRSK), which serves property and casualty insurers and gets about 80% of its revenue from subscriptions and long-term agreements. The company helps take raw data and analyze it to help insurers, for example, underwrite policies. Says Schoenstein: “Some recovery is still needed because business has struggled over the past year, with business failures and companies putting [projects] on hold. So, it’s a small position, but I think about companies that are super-entrenched with their customers.”\nMultiple Managers\nUnlike the Jensen and Akre funds, which typically own 20 to 30 stocks, the $87 billionAmerican Funds Amcapfund (AMCPX) is well diversified, with more than 200 holdings, as managers hunt for the best ideas regardless of size.Abbott Laboratories(ABT),Broadcom(AVGO),EOG Resources(EOG), and Mastercard are top holdings along with four of the megacap tech quintuplets.\nBut the fund is valuation-sensitive, and its allocation to the Big Five is lower than other growth managers, hurting its performance over the past five years; its average annual return of 17.3% puts it in the bottom decile of performance. For investors looking for diversification, the fund is a relatively cheap option—charging an expense ratio of 0.68%—that isn’t beholden to a benchmark and is run by multiple managers who can hunt for their highest-conviction ideas.\nManagers favor companies with strong competitive positioning, which can allow companies to boost prices and better weather near-term inflationary periods. While that includes a healthy helping of healthcare and technology stocks, managers have also gravitated toward cyclical growth companies, including semiconductor firms, travel-related companies, auto suppliers, retailers, and financials benefiting from secular growth as well as getting an additional boost from the Covid recovery.\n“It’s very consistent, and a good core fund with a lot of good stockpickers behind it,” says Russel Kinnel, Morningstar’s director of manager research. “You want a fund to have some good technology exposure because it’s a dynamic sector.”\nGrowth on the Cheap\nThe $357 million Cambiar Opportunity fund (CAMOX) is a concentrated fund that owns roughly 40 stocks. The fund looks for relative values among industry winners that boast strong long-term demand prospects and pricing power that differentiate it from some of its peers. The fund’s 16% average annual return over the past five years helped it beat 94% of its large-value peers.\nThe fund holds Amazon, which it bought for the first time in early 2020 when the market wasn’t giving the e-commerce behemoth much value for its cloud business. It has been harder to own other megacap technology stocks, says Ania Aldrich, an investment principal at Cambiar. That’s in part because of their high valuations, but especially as exchange-traded funds continue to receive record-high inflows—$400 billion in the first half of 2021, versus $507 billion for all of last year, according to ETF.com—which contributes to the market concentration.\nInstead, the fund has focused on areas such as financials, including JPMorgan Chase (JPM) and Charles Schwab (SCHW), that can grow in this economic environment. Both would benefit from higher interest rates, but Aldrich says that wasn’t the reason to buy the stocks. Schwab, for example, is taking market share in wealth management, and its recent acquisition of Ameritrade gives it more heft and the ability to be more cost-efficient.\nAlso attractive are companies that haven’t yet seen a full reopening of their businesses, like casino operatorPenn National Gaming(PENN), which Aldrich says is well positioned as states look for more revenue andallow online gambling, and food distributorSysco(SYY), which has yet to benefit from colleges and conferences getting back into full swing. While Sysco’s shares are up 43% in the past year, Aldrich sees more room for gains, noting that the company is a market leader and can take market share as smaller firms consolidate. Plus, it has pricing power to pass on higher commodity costs since it is a distributor.\nAnother recent addition:Uber Technologies(UBER), which Aldrich says isn’t just a reopening beneficiary but also has increased the reach of its platform by moving into food delivery and opening the door to other services. “In the past, it was hard to outperform when you weren’t involved in the [concentrated stocks], but we see these trends as transitory. As growth normalizes, the value of other stocks should be recognized.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142512969,"gmtCreate":1626160920851,"gmtModify":1703754545648,"author":{"id":"3575545918474461","authorId":"3575545918474461","name":"KoalaSW","avatar":"https://static.tigerbbs.com/ac31d53c069ec15189e514b046b1206a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$</a><a href=\"https://laohu8.com/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a>Choose one and build a dividend line in profile.&nbsp;","listText":"<a href=\"https://laohu8.com/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$</a><a href=\"https://laohu8.com/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a>Choose one and build a dividend line in profile.&nbsp;","text":"$UNITED OVERSEAS BANK LIMITED(U11.SI)$$DBS GROUP HOLDINGS LTD(D05.SI)$Choose one and build a dividend line in profile.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142512969","isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168441902,"gmtCreate":1623982003206,"gmtModify":1703825446384,"author":{"id":"3575545918474461","authorId":"3575545918474461","name":"KoalaSW","avatar":"https://static.tigerbbs.com/ac31d53c069ec15189e514b046b1206a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Thank you for the information","listText":"Thank you for the information","text":"Thank you for the information","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/168441902","repostId":"2144946726","repostType":4,"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186816515,"gmtCreate":1623484040137,"gmtModify":1704204909372,"author":{"id":"3575545918474461","authorId":"3575545918474461","name":"KoalaSW","avatar":"https://static.tigerbbs.com/ac31d53c069ec15189e514b046b1206a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OV8.SI\">$SHENG SIONG GROUP LTD(OV8.SI)$</a>Owww....","listText":"<a href=\"https://laohu8.com/S/OV8.SI\">$SHENG SIONG GROUP LTD(OV8.SI)$</a>Owww....","text":"$SHENG SIONG GROUP LTD(OV8.SI)$Owww....","images":[{"img":"https://static.tigerbbs.com/20d673789253e6618fe2b693e389ad3a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/186816515","isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":207466573258880,"gmtCreate":1691679678349,"gmtModify":1691679683104,"author":{"id":"3575545918474461","authorId":"3575545918474461","name":"KoalaSW","avatar":"https://static.tigerbbs.com/ac31d53c069ec15189e514b046b1206a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Which is potential growth stock to invest?&nbsp; <a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","listText":"Which is potential growth stock to invest?&nbsp; <a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","text":"Which is potential growth stock to invest? @TigerGpt TigerGPT，your new investing superpower Click to learn more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/207466573258880","isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4141429963588842","authorId":"4141429963588842","name":"TigerGPT","avatar":"https://community-static.tradeup.com/news/5b82af1deb17dfa8f94b4741b9ea2738","crmLevel":1,"crmLevelSwitch":0},"content":"Based on the available information in the context, here are some potential growth stocks to consider for investment: Pfizer (PFE) NVIDIA Corp (NVDA) Microsoft (MSFT) Vertiv Holdings Co (VRT) Oshkosh (OSK) Grupo Aeroportuario Del Pacifico (PAC) Model N Inc. (MODN) NMI Holdings Inc. (NMIH) However, it's important to conduct further research on these companies and analyze their financial performance, industry trends, and market conditions before investing. Reference articles: Pfizer's Profits Plunge 77%: Is the Dividend Still Safe? No Recession Fears or Rate Cuts in 2023? Spotlight on 3 Industries for H2 2023 Best Growth Stocks to Buy for August 8th Are You a Growth Investor? This 1 Stock Could Be the Perfect Pick Are You a Growth Investor? This 1 Stock Could Be the Perfect Pick Are You a Growth Investor? This 1 Stock Could Be the Perfect Pick","text":"Based on the available information in the context, here are some potential growth stocks to consider for investment: Pfizer (PFE) NVIDIA Corp (NVDA) Microsoft (MSFT) Vertiv Holdings Co (VRT) Oshkosh (OSK) Grupo Aeroportuario Del Pacifico (PAC) Model N Inc. (MODN) NMI Holdings Inc. (NMIH) However, it's important to conduct further research on these companies and analyze their financial performance, industry trends, and market conditions before investing. Reference articles: Pfizer's Profits Plunge 77%: Is the Dividend Still Safe? No Recession Fears or Rate Cuts in 2023? Spotlight on 3 Industries for H2 2023 Best Growth Stocks to Buy for August 8th Are You a Growth Investor? This 1 Stock Could Be the Perfect Pick Are You a Growth Investor? This 1 Stock Could Be the Perfect Pick Are You a Growth Investor? This 1 Stock Could Be the Perfect Pick","html":"Based on the available information in the context, here are some potential growth stocks to consider for investment: Pfizer (PFE) NVIDIA Corp (NVDA) Microsoft (MSFT) Vertiv Holdings Co (VRT) Oshkosh (OSK) Grupo Aeroportuario Del Pacifico (PAC) Model N Inc. (MODN) NMI Holdings Inc. (NMIH) However, it's important to conduct further research on these companies and analyze their financial performance, industry trends, and market conditions before investing. Reference articles: Pfizer's Profits Plunge 77%: Is the Dividend Still Safe? No Recession Fears or Rate Cuts in 2023? Spotlight on 3 Industries for H2 2023 Best Growth Stocks to Buy for August 8th Are You a Growth Investor? This 1 Stock Could Be the Perfect Pick Are You a Growth Investor? This 1 Stock Could Be the Perfect Pick Are You a Growth Investor? This 1 Stock Could Be the Perfect Pick"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120385300,"gmtCreate":1624300034600,"gmtModify":1703832905729,"author":{"id":"3575545918474461","authorId":"3575545918474461","name":"KoalaSW","avatar":"https://static.tigerbbs.com/ac31d53c069ec15189e514b046b1206a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HUYA\">$Huya Inc.(HUYA)$</a>enter or not?&nbsp;","listText":"<a href=\"https://laohu8.com/S/HUYA\">$Huya Inc.(HUYA)$</a>enter or not?&nbsp;","text":"$Huya Inc.(HUYA)$enter or not?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/120385300","isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}